WL

WIT LLC Portfolio holdings

AUM $4.41B
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
+$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$106M
3
+$56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$54.1M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.5M

Top Sells

1
+$86.2M
2
+$2.51M
3
+$1.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$102K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.56B 44.4%
34,426,724
+1,196,013
2
$890M 25.36%
16,491,784
-1,596,532
3
$266M 7.57%
2,248,394
+1,364,581
4
$204M 5.82%
4,020,934
5
$168M 4.78%
4,802,548
+3,045,465
6
$68.6M 1.96%
839,603
+128,679
7
$66.1M 1.88%
844,643
-32,090
8
$60.1M 1.71%
300,008
+8,677
9
$60M 1.71%
783,879
10
$56M 1.59%
+484,096
11
$45.1M 1.29%
87,844
12
$44.2M 1.26%
418,588
-12,321
13
$18M 0.51%
412,144
14
$5.16M 0.15%
86,788
-1,713